Filed November 12, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,394 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,289 | $47,722+120.6% | $82,719+27.3% | $64,808+62.5% |
| Participation rate | 99.2% | 67.6%+31.6pp | 72.6%+26.7pp | 71.5%+27.8pp |
| Annual return | -14.28% | -13.05%-1.2pp | 701.18%-715.5pp | 32.82%-47.1pp |
| Employer contribution / active EE | $8,294 | $2,179+280.6% | $3,009+175.6% | $2,506+231.0% |
| Participant deferral / active EE | $4,394 | $3,329+32.0% | $4,3950% | $4,310+1.9% |
| Admin fee / account holder | $96 | $143-33.1% | $5,329-98.2% | $188-49.1% |